错误示范: “Dear John, Have you checked my quotation? Please give me your feedback.”(毫无价值,纯催促)
倒三角正确示范:
主题:Additional Info: Updated Testing Report for Aluminum Profile Series A306
Hi John,
Hope you’re having a productive week.
Following up on the quotation for A306 aluminum profiles sent on [日期], I’m sharing something that might be helpful: our lab just released the updated corrosion resistance test report for this series.
**Key findings:**
- Salt spray test results improved from 2000 hours to 2400 hours (attached)
- New surface treatment reduces oxidation by 15% compared to last quarter’s data
This enhancement doesn’t affect the pricing we quoted, but it does mean better longevity for projects in coastal areas.
**Question for you:**
Do your upcoming projects include coastal applications? If so, I can tailor a comparative analysis for you.
No rush—just wanted to keep you informed.
Best regards,
[你的名字]
设计解析:
主题具体且有价值指向,而非“Follow-up”
先提供新信息(测试报告),建立价值感
链接到客户可能的需求(沿海项目),但不强行推销
结尾用开放性问题引导回复,而非直接问订单
第二阶段:选择层跟进(第15-18天)——降低决策难度
目标:如果价值层仍无回复,客户可能卡在决策环节。此时提供有限选择,帮他们简化思考。
正确示范:
主题:Options for A306: Sample Program vs. Small Trial Order
Hi John,
I noticed the A306 quotation might have landed during a busy period.
To make things easier, here are two low-commitment ways to evaluate our product:
**Option A – Free Sample Kit**
We can send physical samples (3 finishes available) with detailed spec sheets. Lead time: 5 days via DHL.
**Option B – Pilot Order (Minimum 500kg)**
This allows you to test in actual production. We offer a 5% pilot discount and provide a production compatibility report.
**Simple next step:**
Just reply with “A” or “B,” and I’ll handle the rest. If neither fits, let me know what would work better for your timeline.
Looking forward to helping you move forward.
Best,
[你的名字]
设计解析:
提供具体、有限的选择(A/B),避免开放式问题
每个选项附带明确好处和细节
将回复难度降到最低(只需回“A”或“B”)
隐含假设客户已准备推进,建立心理导向
第三阶段:行动层跟进(第22-25天)——设定明确行动要求
目标:如果客户仍沉默,需施加合理压力,迫使明确表态(是或否)。
关键:此阶段不是威胁,而是创造“必须回应”的情境。
正确示范:
主题:Time-sensitive: A306 Pricing Hold Expiring Soon + Industry Update
Hi John,
This will be my last email regarding the A306 quotation, as I don’t want to clutter your inbox.
Two important updates:
1. **Pricing hold expires in 5 days**
Due to rising raw material costs, our current quote for A306 can only be held until [具体日期]. Post this date, a 3-5% adjustment is likely.
2. **Industry insight you might find relevant**
[客户所在地区] recently announced new building code revisions focusing on material durability. Our A306’s updated test results (shared earlier) align well with these changes.
**Final ask:**
If this project is no longer a priority, just reply with “Not now,” and I’ll pause communications until your next buying cycle. If you’re still interested, let me know before [日期] to lock the pricing.
Either way, I appreciate your time.
Sincerely,
[你的名字]
设计解析:
明确表示这是“最后一邮”,尊重彼此时间
提供合理紧迫性(价格有效期),非虚构威胁
结合行业动态,强化产品相关性
给予“退出选项”(回复Not now),降低拒绝心理负担
清晰的时间边界迫使客户必须行动
四、倒三角跟进法的四大核心心法
1. 价值先行,催促后置
每次联系必带新信息:市场动态、技术更新、成功案例、行业报告等
邮件结构:价值70% + 软性催促30%
2. 逐步收缩选择范围
第一阶段:开放式问题
第二阶段:A/B选择
第三阶段:是/否决定
心理原理:决策疲劳的逆向应用
3. 预设合理紧迫感
避免虚假紧急(如“限时优惠”骗局)
使用真实因素:价格调整、排产计划、样品库存、物流截止等
紧迫感需与价值匹配
4. 给予尊重式退出路径
允许客户说“不”或“等等”
主动提供暂停选项,保持专业形象
为未来联系留有余地
五、进阶场景组合应用
场景A:大客户长期跟进(60天以上周期)
倒三角循环应用:
月1-2周:分享行业白皮书(价值层)
月3-4周:邀请参加线上研讨会(选择层)
月5-6周:提供竞品对比分析(价值层)
月7-8周:询问季度末采购计划(行动层)
关键:每个循环提升信息深度,建立专家形象
场景B:已读不回的特殊处理
当邮件显示已读但无回复:
1.换沟通渠道:LinkedIn简短留言提及已发送邮件
2.电话简短确认:“Hi John, just checking if you received my email about [具体价值点]?”
3. 重新打包信息:将之前邮件的核心价值点制成一页PDF,以“简化版资料”名义再次发送
场景C:展会/平台询盘后的跟进
倒三角变体:
第一周:发送详细报价+生产流程视频(价值层)
第二周:提供2-3个类似客户的采购方案案例(选择层)
第三周:告知“展会特别条款”截止日期(行动层)
注意:展会客户记忆周期短,节奏需加快30%
六、必须避免的五大误区
❌ 误区1:频率失控
正确:每阶段间隔5-7天,全周期不超过4次跟进
错误:每天或隔天发送,沦为骚扰
❌ 误区2:情绪化语言
避免:“I’m disappointed you haven’t replied...”
改用:“I understand you might be busy with other priorities...”